Create, Edit, or Delete a Brand

  • Updated on Aug 8, 2025
  • 3 minute(s) read
Prev Next

This article will detail how to set, update, or edit the branding requirements for customer communication. Branding provides the ability for customers to customize colors, logos, voice numbers, reply to emails, and email footers with different information, such as individual departments' branding.

Important Notes

  • Core customers only have one brand. Pro customers can set up unlimited branding. If you are not set up as a Pro customer, you will get an "Error Creating Brand" message. An Error Creating Brand popup message.

  • If a brand is associated with a template, you will not be able to delete that brand until the brand is no longer associated with the template.

Create a Brand

  1. Sign in to the system if you have not already

  2. Navigate to Settings, then select Branding The Settings and Branding options in the left-hand navigation menu.

  3. Click the blue plus-sign icon below the Account menu A plus-sign icon that should be clicked to open the Create Brand form.

  4. Fill in the Create Brand fields The Create brand form.

    • Create Brand

      • Brand Name (required): This name will be shown to the public

      • Brand Description: Gives additional context to the Brand Name

      • Default Brand: Check this option to make this brand the primary setting

    • Colors and Logo

      • Logo Image: Select an existing image or upload a new image that will serve as the brand logo

      • Primary Color: Select the main color used in communication

    • Voice Settings

      • Caller ID (identification): The number that will appear on a voice message

    • Email Settings

      • Default Alert Subject: The subject line that will appear in an email alert

        • Require at send time: Check this option to set the Subject field as required on poll and alert forms that use this brand

      • Display Name (optional): The "From" name in an alert email

        • Use sender's display name: Check this option to set the brand's Display Name to the name and email address of the alert sender

      • Reply-To-Email Address (optional): The email address a reply will go to

        • Use sender's email for reply-to: Check this option to set the brand's Reply-To email address to the email address of the alert sender

      • Email Footer: Text that will appear at the bottom of an alert email

  5. Click the blue, rectangular Create button below the Email Footer field A Create button which can be clicked to add the brand to the system.

  6. The brand has been created

Edit a Brand

  1. Sign in to the system if you have not already

  2. Navigate to Settings, then select Branding The Settings and Branding options in the left-hand navigation menu.

  3. Click the name of the brand you wish to edit An example brand name in the brand list.

  4. Update the Edit Brand fields as desired The Edit brand form.

    • Edit Brand

      • Brand Name (required): This name will be shown to the public

      • Brand Description: Gives additional context to the Brand Name

      • Default Brand: Check this option to make this brand the primary setting

    • Colors and Logo

      • Logo Image: Select an existing image or upload a new image that will serve as the brand logo

      • Primary Color: Select the main color used in communication

    • Voice Settings

      • Caller ID (identification): The number that will appear on a voice message

    • Email Settings

      • Default Alert Subject: The subject line that will appear in an email alert

        • Require at send time: Check this option to set the Subject field as required on poll and alert forms that use this brand

      • Display Name (optional): The "From" name in an alert email

        • Use sender's display name: Check this option to set the brand's Display Name to the name and email address of the alert sender

      • Reply-To-Email Address (optional): The email address a reply will go to

        • Use sender's email for reply-to: Check this option to set the brand's Reply-To email address to the email address of the alert sender

      • Email Footer: Text that will appear at the bottom of an alert email

  5. Click the blue, rectangular Save button below the Email Footer field A Save button at the bottom of the Edit Branding form which can be clicked to record changes to the brand.

  6. The brand has been edited

Delete a Brand

  1. Sign in to the system if you have not already

  2. Navigate to Settings, then select Branding The Settings and Branding options in the left-hand navigation menu.

  3. Locate the brand you wish to delete The desired brand highlighted in brand list.

  4. Click the black trash can icon on the row for the desired brand A black trash can icon on the row of the desired brand.

  5. Click the blue rectangular Confirm button in the Confirm Delete popup that appears A Confirm button that can be clicked to finalize the removal of the brand.

  6. The brand has been deleted

Related articles